What if there are hidden risks to your income and wealth?

Creative Planning Strategies
2020-11-19T17:30:44-05:00
What if there are hidden risks to your income and wealth?
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Creative Planning Strategies

Our Clients

CPS clients are hugely successful high net worth and ultra high net worth families and individuals from diverse backgrounds, including:

  • Accountants
  • Attorneys
  • Business owners and entrepreneurs
  • Fortune 500™ c-level executives
  • Investment bankers and other financial professionals
  • Real estate investors

Our strategies can be effective for those with $5 million or more in liquid assets.  We frequently work with multiple generations to protect and preserve wealth well into the future.  CPS clients have a wide range of goals including:

  • Enjoying a worry-free retirement
  • Leaving an enduring legacy for their families
  • Minimizing taxes
  • Protecting wealth from creditors
  • Providing for their favorite charities
 

Our clients are savvy and value having us as part of their advisory team.

Listen to clients talking about our work and how it has impacted them.

 


Read what some of our clients and colleagues have to say.


Testimonials

“Scott is an expert in his field. He pays attention to detail, he has absolute integrity.  He is passionate, knowledgeable, and he takes a genuine interest in achieving the best for his clients.”

Randi Woythaler
Retired Independent Investor

Creative Planning Strategies
2020-10-26T19:55:39-04:00

Randi Woythaler
Retired Independent Investor

“Scott is an expert in his field. He pays attention to detail, he has absolute integrity.  He is passionate, knowledgeable, and he takes a genuine interest in achieving the best for his clients.”
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Creative Planning Strategies
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